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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,066 | $60,454+17.6% | $81,844-13.2% | $74,459-4.6% |
| Participation rate | 53.9% | 63.0%-9.0pp | 72.4%-18.5pp | 67.2%-13.3pp |
| Annual return | 12.08% | 16.87%-4.8pp | 778.87%-766.8pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $297 | $2,630-88.7% | $2,916-89.8% | $2,626-88.7% |
| Participant deferral / active EE | $9,600 | $3,398+182.5% | $4,323+122.0% | $4,350+120.7% |
| Admin fee / account holder | $308 | $1,490-79.3% | $7,355-95.8% | $1,945-84.2% |